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Retirement tax questions
@fanfare Thanks, and yes it seems it is being entered correctly based on the preview, but I haven't been able to pinpoint why entering the conversion w/ 1099-Rs is impacting both refunds to such a degree (or, at all). Inputting non-deductible contribution in Deductions has no impact on the refunds, only after entered in the Income/Wages section for the conversions is when the refunds drop. Are there any obvious scenarios where this would be valid? I haven't seen this behavior in over 5 years of doing backdoor conversions.
‎January 16, 2025
8:43 AM